Returns
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Investment Returns
In the tables below we have shown annual returns. The returns arise from a single payment made at the start of the year, before investment fees, tax and expenses.
It should be reminded that any past performance is no guarantee of future performance.
| AUTOMATIC FUND YEAR ENDING | AGE 20 | AGE 30 | AGE 40 | AGE 50 | AGE 60 | AGE 70 | AGE 80 |
| 30/11/2023 | 8.50% | 7.17% | 5.85% | 4.77% | 3.70% | 3.50% | 3.31% |
| 31/10/2023 | 3.10% | 2.30% | 1.49% | 0.85% | 0.21% | 0.68% | 1.16% |
| 30/9/2023 | 9.73% | 8.35% | 6.97% | 5.66% | 4.35% | 3.71% | 3.06% |
| 31/8/2023 | 9.20% | 7.35% | 5.51% | 4.00% | 2.48% | 2.17% | 1.86% |
| 31/7/2023 | 9.41% | 7.58% | 5.75% | 4.09% | 2.43% | 1.85% | 1.27% |
| 30/6/2023 | 12.28% | 10.39% | 8.51% | 6.81% | 5.11% | 4.09% | 3.07% |
| 31/5/2023 | 4.69% | 3.40% | 2.12% | 1.12% | 0.12% | 0.39% | 0.67% |
| 30/4/2023 | 0.81% | 0.02% | -0.78% | -1.36% | -1.95% | -1.13% | -0.31% |
| 31/3/2023 | -0.89% | -1.81% | -2.72% | -3.45% | -4.18% | -3.20% | -2.23% |
| 28/2/2023 | -2.22% | -3.17% | -4.13% | -5.00% | -5.86% | -4.91% | -3.95% |
| 31/1/2023 | -6.21% | -6.42% | -6.62% | -6.94% | -7.26% | -5.86% | -4.47% |
| 31/12/2022 | -13.96% | -13.78% | -13.60% | -13.44% | -13.29% | -10.69% | -8.09% |
| 30/11/2022 | -9.01% | -9.25% | -9.48% | -9.68% | -9.88% | -8.04% | -6.19% |
| 31/10/2022 | -6.06% | -7.14% | -8.23% | -9.03% | -9.83% | -8.22% | -6.61% |
| 30/9/2022 | -8.93% | -9.76% | -10.58% | -11.19% | -11.81% | -9.96% | -8.11% |
| 31/8/2022 | -6.62% | -7.31% | -8.00% | -8.62% | -9.23% | -7.91% | -6.59% |
| 31/7/2022 | -2.78% | -3.59% | -4.38% | -5.12% | -5.93% | -5.35% | -4.65% |
| 30/6/2022 | -6.25% | -6.93% | -7.56% | -8.12% | -8.76% | -7.69% | -6.46% |
| 31/5/2022 | 1.21% | -0.14% | -1.42% | -2.64% | -3.91% | -4.06% | -4.01% |
| 30/4/2022 | 3.75% | 2.09% | 0.60% | -0.82% | -2.31% | -2.99% | -3.29% |
| Years ending 31 March | |||||||
| 31/3/2023 | -0.89% | -1.81% | -2.72% | -3.45% | -4.18% | -3.20% | -2.23% |
| 31/3/2022 | 5.58% | 4.17% | 2.92% | 1.67% | 0.36% | -0.62% | -1.31% |
| 31/03/2021 | 29.88% | 27.08% | 24.24% | 21.23% | 18.27% | 13.81% | 8.96% |
| 31/03/2020 | -2.71% | -2.51% | -2.65% | -2.57% | -1.95% | -0.32% | 0.55% |
| 31/03/2019 | 11.30% | 10.68% | 10.18% | 9.77% | 9.27% | 8.00% | 6.82% |
| 31/3/2018 | 9.28% | 8.57% | 7.63% | 6.67% | 6.02% | 5.51% | 4.28% |
| 31/3/2017 | 10.59% | 9.58% | 8.42% | 7.21% | 6.23% | 5.18% | 3.70% |
| 31/3/2016 | 4.88% | 5.02% | 5.04% | 5.19% | 5.26% | 5.13% | 4.95% |
| 31/3/2015 | 20.26% | 18.72% | 17.55% | 16.57% | 15.38% | 12.67% | 10.55% |
| 31/3/2014 | 15.76% | 13.82% | 11.72% | 9.66% | 7.92% | 6.12% | 4.14% |
| 31/3/2013 | 11.94% | 11.65% | 11.15% | 10.75% | 10.01% | 8.04% | 6.16% |
| 31/3/2012 | -3.38% | -1.89% | -0.62% | 0.72% | 1.82% | 2.50% | 2.95% |
| 31/3/2011 | 6.01% | 6.25% | 6.59% | 6.96% | 6.82% | 5.48% | 4.70% |
| 31/3/2010 | 25.11% | 25.66% | 26.31% | 27.11% | 25.94% | 20.00% | 16.17% |
| 31/3/2009 | -18.45% | -18.39% | -17.95% | -17.53% | -13.61% | -6.94% | -0.75% |
| FUND YEAR ENDING | AGGRESSIVE FUND RETURN (% pa) |
GROWTH FUND RETURN (% pa) |
BALANCED FUND RETURN (% pa) |
CONSERVATIVE FUND RETURN (% pa) |
| 30/11/2023 | 7.78% | 5.14% | 4.81% | 3.75% |
| 31/10/2023 | 2.64% | 1.05% | 1.40% | 1.63% |
| 30/9/2023 | 9.11% | 6.22% | 5.43% | 3.33% |
| 31/8/2023 | 8.15% | 4.46% | 3.60% | 2.33% |
| 31/7/2023 | 8.41% | 4.67% | 3.21% | 1.44% |
| 30/6/2023 | 11.28% | 7.40% | 5.69% | 3.21% |
| 31/5/2023 | 3.89% | 1.24% | 0.84% | 1.18% |
| 30/4/2023 | 0.38% | -0.74% | -1.42% | 0.58% |
| 31/3/2023 | -1.40% | -3.45% | -2.87% | -1.37% |
| 28/2/2023 | -2.80% | -4.90% | -4.90% | -3.44% |
| 31/1/2023 | -6.28% | -7.07% | -6.29% | -3.82% |
| 31/12/2022 | -13.93% | -13.82% | -11.90% | -7.19% |
| 30/11/2022 | -9.21% | -9.84% | -8.80% | -5.55% |
| 31/10/2022 | -6.81% | -9.01% | -8.50% | -5.87% |
| 30/9/2022 | -9.57% | -11.20% | -10.49% | -7.47% |
| 31/8/2022 | -7.10% | -8.54% | -8.18% | -6.17% |
| 31/7/2022 | -3.16% | -4.86% | -4.99% | -4.38% |
| 30/6/2022 | -6.48% | -7.88% | -7.55% | -6.06% |
| 31/5/2022 | 0.87% | -1.91% | -2.87% | -3.87% |
| 30/4/2022 | 3.22% | 0.10% | -1.64% | -3.53% |
| Years ending 31st March | ||||
| 31/3/2023 | -1.40% | -3.45% | -2.87% | -1.37% |
| 31/3/2022 | 5.52% | 2.78% | 0.99% | -1.60% |
| 31/03/2021 | 28.73% | 22.95% | 17.25% | 7.52% |
| 31/03/2020 | -2.82% | -2.94% | -1.08% | 1.75% |
| 31/3/2019 | 10.92% | 9.99% | 8.19% | 6.16% |
| 31/3/2018 | 8.93% | 7.02% | 5.89% | 4.36% |
| 31/3/2017 | 10.17% | 7.84% | 6.51% | 3.65% |
| 31/3/2016 | 4.82% | 4.94% | 4.48% | 4.82% |
| 31/3/2015 | 19.39% | 17.22% | 14.14% | 9.41% |
| 31/3/2014 | 14.88% | 10.34% | 7.68% | 3.95% |
| 31/3/2013 | 12.21% | 11.42% | 9.58% | 6.71% |
| 31/3/2012 | -2.74% | 0.40% | 2.53% | 4.38% |
| 31/3/2011 | 6.79% | 7.66% | 7.30% | 6.04% |
| 31/3/2010 | 27.71% | 26.88% | 21.64% | 11.71% |
| 31/3/2009 | -22.50% | -19.70% | -8.15% | -0.08% |